The Wealth Management Accelerator

90 Days. Led by two Titans of Their Industries.  A Lifetime of Career Power.

Advance your career. Elevate your compensation. Lead with strategy, impact, and confidence—without burning out.

Your 90 Day Roadmap 

Month 1 - Mindset & Industry Foundations

Step into your power as a future financial leader.

The first month is all about unlocking your potential and laying the groundwork for success — mentally, professionally, and financially.

Module 1: Maximize Your Momentum — VIP Intensive (Jan 31st, 2026)

We kick off with a powerful, full-day experience led by Christy Rutherford and her team of executive coaches — designed to help you reset, refocus, and rise. This is where you build the mindset, clarity, and confidence to lead and earn like an executive.

Rewrite Your Money Story & Claim Your Worth - Uncover how cultural conditioning has shaped your relationship with money and success. Replace guilt, fear, and self-doubt with confidence and clarity.

Develop the Executive Mindset - Shift from overworked and overlooked to confident and in control. Rewire your daily habits, self-talk, and leadership presence to perform like the top 1%.

Strategic Career Positioning - Design your path forward with intention. Learn how to navigate corporate politics, communicate your value, and position yourself as the obvious choice for advancement.

You’ll know how to elevate your career while protecting your peace, reputation, and purpose. By the end of the VIP Intensive, you’ll have the mindset, strategy, and confidence to accelerate your next 90 days and your next chapter.

Module 2: Understanding the Wealth Landscape

For the next five modules, you'll meet with JaQ Campbell and her team of advisors and experts who collectively have over 200 years of experience in the financial industry.

In this module, you will learn the core principles behind smart investing, ethical decision-making, and market awareness.

You’ll gain a deep understanding of how wealth is built, protected, and multiplied, and where you fit in this trillion-dollar opportunity.

Month 2 - Wealth Strategies & Client Mastery

Move from learner to strategist.

This month bridges knowledge and real-world application. You’ll begin to see finance not as theory, but as a powerful tool for transformation.

Module 3: Strategic Wealth Building

Learn how the most effective advisors think about money, risk, and opportunity.
We’ll simplify complex investment concepts so you can confidently speak the language of wealth with clients, employers, and peers.

Module 4: The Trusted Advisor Framework

Develop the relational and communication skills that set top earners apart.
You’ll learn how to build trust, simplify complexity, and create meaningful financial plans that truly serve people’s goals.

By the end of Month 2, you’ll be ready to advise with confidence and clarity, the foundation of a six-figure career.

Month 3 - Exam Readiness & Career Launch

Turn knowledge into certification and certification into income.

Now it’s time to bring it all together. You’ll master the Series 65 exam, strengthen your professional brand, and step confidently into your new role in the financial world.

Module 5: Series 65 Success System

Our proven preparation framework walks you step by step through what it takes to pass with confidence.

You’ll leave knowing exactly what to expect and how to perform under pressure.

Module 6: From Licensed to Lucrative

Once you’re certified, the real opportunity begins. You’ll explore the many pathways your license unlocks, including:

• Wealth Advisor

• Investment Analyst

• Financial Consultant

• Portfolio Strategist

• Registered Investment Advisor (RIA)

We’ll help you position your credentials for maximum earning potential and long-term success, whether you join an established firm or build your own practice.

Frequently Asked Questions

What are the dates of the WMA sessions?

Cohort 2 starts Jan 31st, 2026.

These are the dates for the Dec 6th cohort.

VIP Intensive - Jan 31st - 10am - 5pm est

Then, we meet bi-weekly for the next three months.

VIP Intensive - Capstone May 2nd -  10am - 2pm est

Is there a payment plan available?

Yes. The $4997 can be broken down into two payments of $2650, and the Klarma Buy Now/Pay Later option is also available.

What if I already have a Series 65 license and want to join the WMA to be a part of the community? Do I have to pay the full price?

Yes. Obtaining the Series 65 license is only one part of the WMA. The biggest differentiator and what sets this program apart is the executive mindset training from Christy Rutherford and the financial industry and money insight from JaQ Campbell and her mentors/advisors. 

To be in the community, you need to have the same foundational understanding and knowledge of the WMA graduates, so even though you don’t need to take the exam again, the mentorship and access you gain from industry giants far exceed $30k, but you get it for the current rate of $4997.  

Can I just get the Series 65 license without the WMA?

Yes. Again, the purpose of the WMA is not just about the license, but guidance, mentorship, and career opportunities, so you aren’t doing all of this on your own. We are creating a community of talented and licensed professionals.